2017 TAX CUTS + JOBS ACT - NQDC PLANS
The new tax legislation has somewhat different impacts on NQDC plans depending on whether the sponsor is a For Profit or Nonprofit organization.
Corporate Retirement Library
TIBBLE VS. EDISON - CASE DISMISSED
The high profile lawsuit brought against Edison International by its employees over the issue of excessive fees has been dismissed, thus ending a nine-year legal battle.
401(k) REENROLLMENT STRATEGY
Employing a Qualified Default Investment Alternative (QDIA) strategy may lead to a reduction in plan costs and to limiting the plan sponsor’s fiduciary liability.
NONQUALIFIED DEFERRED COMPENSATION (NQDC) PLANS
NQDCs are exempt from most ERISA provisions and can be highly beneficial to plan sponsors and certain participants.
CHALLENGING EXCESSIVE FEES – EMERGING TREND AMONG SMALL PLAN PARTICIPANTS
Lawsuits involving small 401(k) plans are being filed in increasing numbers throughout the United States.
BORROWING FROM YOUR RETIREMENT PLAN
Unless borrowing funds from your 401(k) plan is intended to address a short term situation and will be repaid quickly, consider pursuing other options.
2018 COST OF LIVING ADJUSTMENTS (COLA)
The IRS has increased several 401(k) plan dollar limitations for the 2018 tax year. These are highlighted in blue on the accompanying listing.